Hello all,
Is there a way to move custom investments from one portfolio to another without having to re-enter all the trades? I’ve recently created a new portfolio and would like to move all my existing custom investments into it.
Thanks!
I think the only way to do it is to ask support. thanks
Hi @Tcs106 Please get in touch with our support team via the chat icon or email us on support@sharesight.com. We will need the name of the original portfolio, names of the investments you want to transfer and the portfolio name to be transferred.